Extra Space Storage Inc.
EXR- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001289490
No open-market purchases or sales by Extra Space Storage Inc. insiders were filed in the last 90 days; 802 institutions reported holding it in 13F filings for Q2 2026, worth $29.9B in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in Extra Space Storage Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 716
- +67 vs. Q3 2023
- Shares held
- 209.4M
- +621.4K (+0.3%) vs. Q3 2023
- Total value
- $33.5B
- +$8.17B (+32.2%) vs. Q3 2023
- New holders
- 134
- 220 more added
- Sold out
- 67
- 268 more reduced
6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EXR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 802 | $29.9B |
| Q1 2026 | 768 | $26.4B |
| Q4 2025 | 745 | $27.9B |
| Q3 2025 | 793 | $28.1B |
| Q2 2025 | 810 | $30.4B |
| Q1 2025 | 800 | $30.8B |
| Q4 2024 | 782 | $30.5B |
| Q3 2024 | 772 | $36.9B |
| Q2 2024 | 752 | $32.1B |
| Q1 2024 | 707 | $30.5B |
| Q4 2023 | 716 | $33.5B |
| Q3 2023 | 655 | $25.4B |
| Q2 2023 | 579 | $21.3B |
| Q1 2023 | 581 | $21.5B |
| Q4 2022 | 590 | $19.1B |
| Q3 2022 | 629 | $22.5B |
| Q2 2022 | 639 | $21.8B |
| Q1 2022 | 656 | $26.2B |
| Q4 2021 | 641 | $29.0B |
| Q3 2021 | 586 | $21.3B |
| Q2 2021 | 525 | $21.3B |
| Q1 2021 | 522 | $17.2B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Extra Space Storage Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LVW Advisors, LLC | 1,707 | $273.7K | 0.05% | +1,707 | New |
| CIBC Private Wealth Group, LLC | 1,707 | $273.7K | 0.00% | +36+2.2% | Added |
| Fulton Bank, N.A. | 1,705 | $273.4K | 0.01% | −220−11.4% | Reduced |
| Teamwork Financial Advisors, LLC | 1,696 | $271.9K | 0.05% | −50−2.9% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,691 | $271.1K | 0.02% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 1,686 | $270.0K | 0.01% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 1,677 | $268.9K | 0.02% | 00.0% | Unchanged |
| First Manhattan Co | 1,668 | $267.4K | 0.00% | +1+0.1% | Added |
| Whittier Trust Co | 1,656 | $265.5K | 0.00% | +72+4.5% | Added |
| Fiduciary Family Office, LLC | 1,654 | $265.2K | 0.12% | +1,654 | New |
| Virtus ETF Advisers LLC | 1,653 | $265.0K | 0.17% | −1,120−40.4% | Reduced |
| Farmers & Merchants Investments Inc | 1,642 | $263.3K | 0.01% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 1,636 | $262.3K | 0.01% | +1,636 | New |
| American Assets Investment Management, LLC | 1,610 | $258.1K | 0.03% | +1,610 | New |
| Charter Research & Investment Group, Inc. | 1,610 | $258.1K | 0.21% | +1,610 | New |
| Sheets Smith Wealth Management | 1,609 | $258.0K | 0.04% | +1,609 | New |
| Lazard Asset Management LLC | 1,606 | $257.0K | 0.00% | −2,095−56.6% | Reduced |
| Wexford Capital LP | 1,576 | $252.7K | 0.05% | −1,447−47.9% | Reduced |
| Spire Wealth Management | 1,714 | $251.6K | 0.01% | −130−7.0% | Reduced |
| Huntington National Bank | 1,556 | $249.5K | 0.00% | +527+51.2% | Added |
| Tobam | 1,546 | $248.0K | 0.02% | −389−20.1% | Reduced |
| QRG Capital Management, Inc. | 1,510 | $242.2K | 0.00% | +1,510 | New |
| Bartlett & Co. Wealth Management LLC | 1,476 | $241.7K | 0.00% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 1,495 | $239.7K | 0.01% | −164−9.9% | Reduced |
| Bleakley Financial Group, LLC | 1,495 | $239.7K | 0.01% | −164−9.9% | Reduced |
| Wetherby Asset Management Inc | 1,495 | $239.7K | 0.01% | −552−27.0% | Reduced |
| Bartlett & Co. LLC | 1,476 | $239.0K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,483 | $237.8K | 0.05% | 00.0% | Unchanged |
| Lincoln National Corp | 1,460 | $234.1K | 0.00% | +1,460 | New |
| Center For Asset Management LLC | 1,445 | $231.7K | 0.21% | +1,445 | New |
| First Western Trust Bank | 1,426 | $228.6K | 0.01% | +1,426 | New |
| Worth Venture Partners, LLC | 1,400 | $224.5K | 0.12% | +1,400 | New |
| Dynamic Technology Lab Private Ltd | 1,398 | $224.0K | 0.02% | +1,398 | New |
| Marco Investment Management LLC | 1,390 | $222.9K | 0.02% | +1,390 | New |
| Desjardins Global Asset Management Inc. | 1,365 | $218.9K | 0.02% | +18+1.3% | Added |
| Sanibel Captiva Trust Company, Inc. | 1,361 | $218.2K | 0.01% | +1,361 | New |
| Supplemental Annuity Collective Trust of NJ | 1,350 | $216.4K | 0.08% | +1,350 | New |
| HB Wealth Management, LLC | 1,349 | $216.3K | 0.00% | −1,013−42.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,344 | $215.5K | 0.02% | +1,344 | New |
| Elequin Capital LP | 1,343 | $215.3K | 0.06% | −21,139−94.0% | Reduced |
| RBF Capital, LLC | 1,342 | $215.2K | 0.01% | +1,342 | New |
| Gilman Hill Asset Management, LLC | 1,342 | $215.2K | 0.04% | +1,342 | New |
| Axxcess Wealth Management, LLC | 1,334 | $213.9K | 0.01% | −35,450−96.4% | Reduced |
| Allworth Financial LP | 1,320 | $211.7K | 0.00% | −419−24.1% | Reduced |
| Renaissance Group LLC | 1,316 | $211.4K | 0.01% | +1,316 | New |
| Element Pointe Advisors, LLC | 1,303 | $208.9K | 0.06% | +1,303 | New |
| D.A. Davidson & Co. | 1,292 | $207.1K | 0.00% | +1,292 | New |
| Wintrust Investments LLC | 1,293 | $207.0K | 0.02% | +1,293 | New |
| NorthRock Partners, LLC | 1,278 | $204.9K | 0.01% | +1,278 | New |
| Ellevest, Inc. | 1,278 | $204.9K | 0.01% | +1,278 | New |
| Kestra Advisory Services, LLC | 1,272 | $204.0K | 0.00% | +1,272 | New |
| Aptus Capital Advisors, LLC | 1,266 | $203.0K | 0.01% | −447−26.1% | Reduced |
| Alterna Wealth Management, Inc | 1,251 | $200.5K | 0.24% | +1,251 | New |
| D'Orazio & Associates, Inc. | 1,249 | $200.3K | 0.04% | +1,249 | New |
| Quadrant Capital Group LLC | 1,194 | $191.4K | 0.02% | −372−23.8% | Reduced |
| Sentry Investment Management LLC | 1,091 | $175.0K | 0.08% | −117−9.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,036 | $166.1K | 0.01% | −6,291−85.9% | Reduced |
| Salem Investment Counselors Inc | 1,018 | $163.2K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 965 | $154.7K | 0.00% | +337+53.7% | Added |
| TCTC Holdings, LLC | 954 | $153.0K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 938 | $150.4K | 0.13% | 00.0% | Unchanged |
| CVA Family Office, LLC | 924 | $148.1K | 0.03% | +924 | New |
| Benjamin Edwards Inc | 902 | $145.0K | 0.03% | +60+7.1% | Added |
| SYSTM Wealth Solutions LLC | 882 | $141.4K | 0.02% | +882 | New |
| Signaturefd, LLC | 858 | $137.6K | 0.00% | −214−20.0% | Reduced |
| iA Global Asset Management Inc. | 855 | $137.0K | 0.00% | +855 | New |
| Farther Finance Advisors, LLC | 808 | $129.6K | 0.01% | +496+159.0% | Added |
| Proequities, Inc. | 798 | $127.9K | 0.01% | +1+0.1% | Added |
| Parallel Advisors, LLC | 744 | $119.3K | 0.00% | −58−7.2% | Reduced |
| GAMMA Investing LLC | 795 | $114.8K | 0.03% | +795 | New |
| Umb Bank N A | 592 | $94.9K | 0.00% | −26−4.2% | Reduced |
| Ci Investments Inc. | 583 | $93.0K | 0.00% | −82,718−99.3% | Reduced |
| Central Trust Co | 566 | $90.7K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 562 | $90.1K | 0.11% | +562 | New |
| Brown Brothers Harriman & Co | 557 | $89.3K | 0.00% | −19−3.3% | Reduced |
| Private Trust Co NA | 549 | $88.0K | 0.01% | +4+0.7% | Added |
| Muzinich & Co., Inc. | 548 | $87.9K | 0.08% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 543 | $87.1K | 0.01% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 523 | $84.8K | 0.00% | +523 | New |
| Parkside Financial Bank & Trust | 515 | $82.6K | 0.02% | +119+30.1% | Added |
| Alta Advisers Ltd | 500 | $80.2K | 0.04% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 445 | $71.3K | 0.00% | −17,813−97.6% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 440 | $70.5K | 0.03% | +440 | New |
| Laffer Tengler Investments | 432 | $69.3K | 0.02% | −4−0.9% | Reduced |
| Manchester Capital Management LLC | 400 | $64.1K | 0.01% | −89−18.2% | Reduced |
| Lindbrook Capital, LLC | 392 | $62.8K | 0.01% | −14−3.4% | Reduced |
| Beacon Capital Management, LLC | 489 | $59.5K | 0.02% | +489 | New |
| Capital Analysts, LLC | 369 | $59.0K | 0.00% | −3,119−89.4% | Reduced |
| Exchange Traded Concepts, LLC | 356 | $57.1K | 0.00% | +356 | New |
| Covestor Ltd | 353 | $57.0K | 0.04% | −558−61.3% | Reduced |
| Westside Investment Management, Inc. | 345 | $55.3K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 337 | $54.0K | 0.00% | −30−8.2% | Reduced |
| Parallax Volatility Advisers, L.P. | 335 | $53.7K | 0.00% | −2,944−89.8% | Reduced |
| Smithfield Trust Co | 305 | $49.0K | 0.00% | −8−2.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $48.1K | 0.00% | +200+200.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 261 | $41.8K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 257 | $41.2K | 0.04% | +257 | New |
| Federation des caisses Desjardins du Quebec | 249 | $39.9K | 0.00% | −88−26.1% | Reduced |
| Davis Capital Management | 245 | $39.3K | 0.04% | +245 | New |
| Whittier Trust Co of Nevada Inc | 239 | $38.3K | 0.00% | −216−47.5% | Reduced |